FOCUS PARTNERS ADVISOR SOLUTIONS PART 2B

Focus Advisor Solutions, LLC 190 Carondelet Plaza, Suite 600 St. Louis, MO 63105 (800) 366-7266 July 31, 2026 This Brochure Supplement provides information about Focus Advisor Solutions personnel that supplements the Focus Advisor Solutions Brochure, of which you should have received a copy. Please contact a member of the compliance department if you did not receive Focus Advisor Solutions’ Brochure or if you have any questions about the contents of this supplement. Additional information about the firm’s personnel is available on the SEC’s website at www.adviserinfo.sec.gov. In this supplement, several acronyms are used to convey certain designations obtained by Focus Advisor Solutions’ personnel. Please see below for an explanation for each of these designations. Accredited Investment Fiduciary® (AIF®) Issued by: Center of Fiduciary Studies Prerequisites/Experience Required: Must meet a point-based threshold based on a combination of education, relevant industry experience and/or professional development Education Requirement: Web-based Program or Capstone Program Examination Requirement: Final proctored closed book certification examination Continuing Education Requirement: 6 hours per year Behavioral Financial Advisor TM (BFA) Issued by: Kaplan Financial Education Prerequisites/Experience Required: None Educational Requirements: Completion of 2 courses related to behavioral finance as well as certification exam Examination Type: Course exams and final certification exam (online, timed, proctored) Continuing Education/ Experience Requirement: 20 hours every two years  Chartered Financial Analyst (CFA®) Issued by: CFA Institute® Prerequisites: Must meet one of the following criteria: • Bachelor’s Degree • Be in final year of bachelor’s degree program • 4 years of professional work experience, or • Combination of professional work and university experience that totals at least 4 years Experience Required: 4 years of professional work experience in the investment decision-making process Educational Requirements: Self-study program (250 hours of study for each of the 3 levels) Examination Type: 3 exams, Levels I, II, III offered at designated testing centers Continuing Education/Experience Requirements: None Chartered Alternative Investment Analyst (CAIA) Issued by: the CAIA Association. Prerequisites/Experience Required: be eligible for the designation, the candidate must have either: • Bachelor’s or equivalent degree and more than a year of business experience in the financial industry, or • Four (4) years of experience in the financial industry. Educational Requirements: • To earn the designation, the candidate must complete and pass 2 levels of examination CERTIFIED FINANCIAL PLANNER ® Issued by: Certified Financial Planner Board of Standards, Inc. Prerequisites/Experience Required: • Bachelor’s degree (or higher) from an accredited college or university • 3 years of full-time personal financial planning experience or the equivalent part time experience (2,000 hours equals on year full time) Educational Requirements: • A CFP®-board registered program, or hold one of the following: • CPA, ChFC®, Chartered Life Underwriter (CLU), CFA®, Ph.D. in business or economics, Doctor of Business Administration, Attorney's License  Examination Type: Proctored CFP® exam Continuing Education/Experience Requirements: 30 hours every 2 years Certified Fund Specialist TM (CFSTM) Issued by: Institute of Business & Finance (IBF) Prerequisites/Experience Required: • Bachelor’s degree or 2,000 hours of work experience in the financial services industry • Completed the self-study program consisting of 6 modules. Educational Requirements: Passing the certified fund specialist exam. Examination Type: 3 proctored, online exams and a case study. Continuing Education/Experience Requirements: 30 hours every 2 years. Certified Private Wealth Advisor (CPWA®) Issued by: Investments & Wealth Institute Prerequisites/Experience Required: Candidates must meet all of the following: • Bachelor’s degree from an accredited college or university or one of the following designations or licenses: CIMA, CIMC, CFA, CFP, ChFC or CPA license • A satisfactory record of ethical conduct, as determined by IMCA’s Admissions Committee • Five years of professional client-centered experience in financial services or a related industry Educational Requirements: Candidate must complete the following: • Six-month pre-study educational component • In-class program at The University of Chicago Booth School of Business, or online program through Yale School of Management Examination Type: Final exam for in-class portion (online, proctored) Continuing Education/Experience Requirements: 40 hours every two years Enrolled Agent (EA) Issued by: Internal Revenue Service Prerequisites/Experience Required: Pass a background check to ensure the applicant has not engaged in any conduct that would justify the suspension of an enrolled agent from practice before the IRS Educational Requirements: Candidates become an EA by either of the following paths: • Pass a written exam • Have accepted IRS experience Examination Type: Written exam for path one  Continuing Education/Experience Requirements: • 72 hours of continuing education credits over a three-year enrollment period, with a minimum of 16 hours each year • 6 hours of ethics training over a three-year enrollment period  Michael Ball, CFP® Item 2 - Educational Background and Business Experience Mr. Ball was born in 1967 and received an Associate’s Degree in Business Administration from Brigham Young University in 1989 and a Bachelor’s Degree in Corporate Finance from Utah State University in 1992. Mr. Ball joined Focus Advisor Solutions in January 2026 and currently holds the title of Lead Portfolio Manager, Tactical Strategies. Prior to this, Mr. Ball was a Managing Director of Kovitz Investment Group Partners, LLC from April 2025 to December 2025. Item 3 - Disciplinary Information Registered investment advisors are required to disclose all material facts regarding any legal or disciplinary events that would be material to your evaluation of each supervised person providing investment advice. No information is applicable to this Item. Item 4 - Other Business Activities Mr. Ball maintains certain real estate management outside business activities, but do not affect his employment. Item 5 - Additional Compensation Mr. Ball does not receive any compensation from third parties for providing investment advice. Item 6 - Supervision The firm has an organizational structure in place whereby the Board of Directors sets the strategic vision and priorities for the firm and the firm’s Executive Leadership Team manages and supervises the day-to-day business operations of the firm, including overseeing adherence to the firm’s policies and procedures and standards of business conduct. Within this overall framework, Todd Jones has the overall responsibility to oversee Mr. Ball’s advisory activities. Overall supervision is conducted through the monitoring of e-mail and other correspondence, pre-review of marketing or sales material, frequent meetings, and other management-level discussions. Mr. Ball is also supervised through the review of certain attestations, certifications, and questionnaires that are distributed and reviewed on a pre-defined schedule. If you have any questions or concerns regarding Mr. Ball’s activities, please contact the firm’s Chief Compliance Officer, who will put you in contact with Mr. Jones at (800) 366-7266. James R. Boylan Jr. Item 2 - Educational Background and Business Experience Mr. Boylan was born in 1979 and received a Bachelor’s Degree in Finance from Saint Joseph’s University in 2001. Mr. Boylan joined Focus Advisor Solutions in June 2019 and currently holds the title of Managing Director - Northeast. Prior to this, Mr. Boylan was the Regional Director of SEI Investments from January 2005 to June 2019. Item 3 - Disciplinary Information Registered investment advisors are required to disclose all material facts regarding any legal or disciplinary events that would be material to your evaluation of each supervised person providing investment advice. No information is applicable to this Item.  Item 4 - Other Business Activities In addition to being an Investment Advisor Representative of Focus Advisor Solutions, LLC., Mr. Boylan is a registered representative of Foreside Financial Services, LLC (“Foreside”), an unaffiliated broker dealer. Mr. Boylan is a registered representative of Foreside for purposes of Foreside acting as the mutual fund distributor for the SA Funds—Investment Trust advised by Focus Advisor Solutions, LLC. There are no commissions earned by Mr. Boylan in his role as a registered representative. Item 5 - Additional Compensation Mr. Boylan does not receive any compensation from third parties for providing investment advice. Item 6 - Supervision The firm has an organizational structure in place whereby the Board of Directors sets the strategic vision and priorities for the firm and the firm’s Executive Leadership Team manages and supervises the day-to-day business operations of the firm, including overseeing adherence to the firm’s policies and procedures and standards of business conduct. Within this overall framework, Jonathan Scheid has the overall responsibility to oversee Mr. Boylan’s advisory activities. Overall supervision is conducted through the monitoring of e-mail and other correspondence, pre-review of marketing or sales material, frequent meetings, and other management-level discussions. Mr. Boylan is also supervised through the review of certain attestations, certifications, and questionnaires that are distributed and reviewed on a pre-defined schedule. If you have any questions or concerns regarding Mr. Boylan’s activities, please contact the firm’s Chief Compliance Officer, who will put you in contact with Mr. Scheid at (800) 366-7266. Sean Brooks, AIF® Item 2 - Educational Background and Business Experience Mr. Brooks was born in 1982 and received a Bachelor of Business Administration degree from Loyola University in 2005. Mr. Brooks earned his Accredited Investment Fiduciary® (AIF®) designation in 2020. Mr. Brooks joined Focus Advisor Solutions in December 2018 and currently holds the title of Managing Director - Central. Item 3 - Disciplinary Information Registered investment advisors are required to disclose all material facts regarding any legal or disciplinary events that would be material to your evaluation of each supervised person providing investment advice. No information is applicable to this Item. Item 4 - Other Business Activities In addition to being an Investment Advisor Representative of Focus Advisor Solutions, LLC., Mr. Brooks is a registered representative of Foreside Financial Services, LLC (“Foreside”), an unaffiliated broker dealer. Mr. Brooks is a registered representative of Foreside for purposes of Foreside acting as the mutual fund distributor for the SA Funds—Investment Trust advised by Focus Advisor Solutions, LLC. There are no commissions earned by Mr. Brooks in his role as a registered representative. Item 5 - Additional Compensation Mr. Brooks does not receive any compensation from third parties for providing investment advice.  Item 6 - Supervision The firm has an organizational structure in place whereby the Board of Directors sets the strategic vision and priorities for the firm and the firm’s Executive Leadership Team manages and supervises the day-to-day business operations of the firm, including overseeing adherence to the firm’s policies and procedures and standards of business conduct. Within this overall framework, Jonathan Scheid has the overall responsibility to oversee Mr. Brooks’ advisory activities. Overall supervision is conducted through the monitoring of e-mail and other correspondence, pre-review of marketing or sales material, frequent meetings, and other management-level discussions. Mr. Brooks is also supervised through the review of certain attestations, certifications, and questionnaires that are distributed and reviewed on a pre-defined schedule. If you have any questions or concerns regarding Mr. Brooks’ activities, please contact the firm’s Chief Compliance Officer, who will put you in contact with Mr. Scheid at (800) 366-7266. Kevin G. Carlton Item 2 - Educational Background and Business Experience Mr. Carlton was born in 1978 and received a Bachelor’s Degree in Finance from the University of Dayton in 2001 and a Master’s in Business Administration with an emphasis in Finance from St. Louis University in 2007. Mr. Carlton joined Focus Advisor Solutions in February 2013 and currently holds the title of Fixed Income Advisor. Item 3 - Disciplinary Information Registered investment advisors are required to disclose all material facts regarding any legal or disciplinary events that would be material to your evaluation of each supervised person providing investment advice. No information is applicable to this Item. Item 4 - Other Business Activities Mr. Carlton does not have other business activities. Item 5 - Additional Compensation Mr. Carlton does not receive any compensation from third parties for providing investment advice. Item 6 - Supervision Mr. Carlton’s client accounts are subject to regular review and verification that funds are being managed in accordance with the clients’ written investment policy statement or guidelines. The firm’s Investment Policy Committee supervises the overall investment strategy advice being provided to Clients. The firm also has an organizational structure in place whereby professionals on the firm’s Executive Leadership Team manages and supervises the day-to-day business operations of the firm, including overseeing adherence to the firm’s policies and procedures and standards of business conduct. Within this framework, Kevin Grogan has the overall responsibility to oversee Mr. Carlton’s advisory activities. If you have any questions or concerns regarding Mr. Carlton’s activities, please contact the firm’s Chief Compliance Officer, who will put you in contact with Mr. Grogan at (800) 366-7266.  Yiwen Chen, CFA®, CAIA Item 2 - Educational Background and Business Experience Mr. Chen was born in 1989 and received an Bachelor’s Degree from the University of Colorado at Boulder. Mr. Chen joined Focus Advisor Solutions in January 2026 and currently holds the title of Senior Manager, Portfolio Trading. Prior to this, Mr. Chen was a Director of Trading of Kovitz Investment Group Partners, LLC from April 2025 to December 2025. Item 3 - Disciplinary Information Registered investment advisors are required to disclose all material facts regarding any legal or disciplinary events that would be material to your evaluation of each supervised person providing investment advice. No information is applicable to this Item. Item 4 - Other Business Activities Mr. Chen does not have other business activities. Item 5 - Additional Compensation Mr. Chen does not receive any compensation from third parties for providing investment advice. Item 6 - Supervision The firm has an organizational structure in place whereby the Board of Directors sets the strategic vision and priorities for the firm and the firm’s Executive Leadership Team manages and supervises the day-to-day business operations of the firm, including overseeing adherence to the firm’s policies and procedures and standards of business conduct. Within this overall framework, Nathan Kubik has the overall responsibility to oversee Mr. Chen’s advisory activities. Overall supervision is conducted through the monitoring of e-mail and other correspondence, pre-review of marketing or sales material, frequent meetings, and other management-level discussions. Mr. Chen is also supervised through the review of certain attestations, certifications, and questionnaires that are distributed and reviewed on a pre-defined schedule. If you have any questions or concerns regarding Mr. Chen’s activities, please contact the firm’s Chief Compliance Officer, who will put you in contact with Mr. Kubik at (800) 366-7266. Kristen Donovan Item 2 – Educational Background and Business Experience Ms. Donovan was born in 1970 and received a Bachelor of Science in Business Administration from Saint Louis University in 1992. Ms. Donovan joined Focus Advisor Solutions in October 2014 and currently holds the title of Senior Director, Retirement Solutions. Item 3 – Disciplinary Information Registered investment advisors are required to disclose all material facts regarding any legal or disciplinary events that would be material to your evaluation of each supervised person providing investment advice. No information is applicable to this Item. Item 4 – Other Business Activities  In addition to being an Investment Advisor Representative of Focus Advisor Solutions, LLC., Ms. Donovan serves on the Fidelity Retirement Advisor Council. FAS offers clients the opportunity to establish brokerage accounts with Fidelity to maintain custody of the clients’ assets and effect trades for their accounts. Fidelity Retirement Advisor Council members are not compensated by Fidelity for their service, but Fidelity does pay for or reimburse Fidelity Retirement Advisor Council members’ travel, lodging, meals and other incidental expenses incurred in attending Fidelity Retirement Advisor Council meetings. This is an economic benefit for FAS to receive reimbursement for these expenses, however, FAS has not made any commitment to direct business to Fidelity as a result of the reimbursement of expenses. Item 5 – Additional Compensation Ms. Donovan does not receive any compensation from third parties for providing investment advice. Item 6 – Supervision The firm has an organizational structure in place whereby the Board of Directors sets the strategic vision and priorities for the firm and the firm’s Executive Leadership Team manages and supervises the day-to-day business operations of the firm, including overseeing adherence to the firm’s policies and procedures and standards of business conduct. Within this overall framework, Ted Rupp has the overall responsibility to oversee Ms. Donovan’s advisory activities. Overall supervision is conducted through the monitoring of e-mail and other correspondence, pre-review of marketing or sales material, frequent meetings, and other management-level discussions. Ms. Donovan is also supervised through the review of certain attestations, certifications, and questionnaires that are distributed and reviewed on a pre-defined schedule. If you have any questions or concerns regarding Ms. Donovan’s activities, please contact the firm’s Chief Compliance Officer, who will put you in contact with Mr. Rupp at (800) 366-7266. Kevin Grogan, CFA®, CFP® Item 2 - Educational Background and Business Experience Mr. Grogan was born in 1983 and received a Bachelor’s Degree in Finance from Missouri State University in 2005 and a Master’s in Business Administration with an emphasis in Finance from St. Louis University in 2007. Mr. Grogan earned the right to use the Chartered Financial Analyst® (CFA®) designation in 2011 and received his CERTIFIED FINANCIAL PLANNER ® designation in 2018. Mr. Grogan joined Focus Advisor Solutions in June 2007 and currently holds the title of Chief Investment Officer, Systematic Strategies and sits on the Investment Policy Committee. Item 3 - Disciplinary Information Registered investment advisors are required to disclose all material facts regarding any legal or disciplinary events that would be material to your evaluation of each supervised person providing investment advice. No information is applicable to this Item. Item 4 - Other Business Activities Mr. Grogan does not have other business activities. Item 5 - Additional Compensation Mr. Grogan does not receive any compensation from third parties for providing investment advice. Item 6 - Supervision  Mr. Grogan’s client accounts are subject to regular review and verification that funds are being managed in accordance with the clients’ written investment policy statement or guidelines. The firm’s Investment Policy Committee supervises the overall investment strategy advice being provided to Clients. The firm also has an organizational structure in place whereby professionals on the firm’s Executive Leadership Team manages and supervises the day-to-day business operations of the firm, including overseeing adherence to the firm’s policies and procedures and standards of business conduct. Within this framework, Brian Katz has the overall responsibility to oversee Mr. Grogan’s advisory activities. If you have any questions or concerns regarding Mr. Grogan’s activities, please contact the firm’s Chief Compliance Officer, who will put you in contact with Mr. Katz at (800) 366-7266. As a CFP® certificant, Mr. Grogan has a responsibility to adhere to the standards established in the CFP® Board’s Standards of Professional Conduct. If you become aware of possible violations of these standards, you may file a complaint with CFP® Board at www.CFP.net/complaint. Brian D. Haywood Item 2 - Educational Background and Business Experience Mr. Haywood was born in 1980 and received a Bachelor’s Degree in Finance from St. Louis University in 2002. Mr. Haywood joined Focus Advisor Solutions in September 2006 and currently holds the title of Senior Investment Strategist. Item 3 - Disciplinary Information Registered investment advisors are required to disclose all material facts regarding any legal or disciplinary events that would be material to your evaluation of each supervised person providing investment advice. No information is applicable to this Item. Item 4 - Other Business Activities Mr. Haywood does not have other business activities. Item 5 - Additional Compensation Mr. Haywood does not receive any compensation from third parties for providing investment advice. Item 6 - Supervision Mr. Haywood’s client accounts are subject to regular review and verification that funds are being managed in accordance with the clients’ written investment policy statement or guidelines. The firm’s Investment Policy Committee supervises the overall investment strategy advice being provided to Clients. The firm also has an organizational structure in place whereby professionals on the firm’s Executive Leadership Team manages and supervises the day-to-day business operations of the firm, including overseeing adherence to the firm’s policies and procedures and standards of business conduct. Within this framework, Kristi de Grys has the overall responsibility to oversee Mr. Haywood’s advisory activities. If you have any questions or concerns regarding Mr. Haywood’s activities, please contact the firm’s Chief Compliance Officer, who will put you in contact with Ms. de Grys at (800) 366-7266. Blerina Hysi  Item 2 - Educational Background and Business Experience Mrs. Hysi was born in 1985 and received a Bachelor’s Degree in Business Administration from the University of Missouri-St. Louis in 2007. Mrs. Hysi joined Focus Advisor Solutions in January 2012 and currently holds the title of Director, Fixed Income. Item 3 - Disciplinary Information Registered investment advisors are required to disclose all material facts regarding any legal or disciplinary events that would be material to your evaluation of each supervised person providing investment advice. No information is applicable to this Item. Item 4 - Other Business Activities Mrs. Hysi does not have other business activities. Item 5 - Additional Compensation Mrs. Hysi does not receive any compensation from third parties for providing investment advice. Item 6 - Supervision Mrs. Hysi’s client accounts are subject to regular review and verification that funds are being managed in accordance with the clients’ written investment policy statement or guidelines. The firm’s Investment Policy Committee supervises the overall investment strategy advice being provided to Clients. The firm also has an organizational structure in place whereby professionals on the firm’s Executive Leadership Team manages and supervises the day-to-day business operations of the firm, including overseeing adherence to the firm’s policies and procedures and standards of business conduct. Within this framework, Kevin Grogan has the overall responsibility to oversee Mrs. Hysi’s advisory activities. If you have any questions or concerns regarding Mrs. Hysi’s activities, please contact the firm’s Chief Compliance Officer, who will put you in contact with Mr. Grogan at (800) 366-7266. Sheldon McFarland Item 2 - Educational Background and Business Experience Mr. McFarland was born in 1974 and received an Associate’s Degree from Utah Valley State College in 1998, a Bachelor’s Degree from Brigham Young University in 2000, and a Masters of Business Administration from Santa Clara University in 2013. Mr. McFarland joined Focus Advisor Solutions in December 2018 and currently holds the title of Director, Investment Strategy. Prior to this Mr. McFarland was the Vice President of Portfolio Strategy and Research at Loring Ward from September 2009 to November 2018. Item 3 - Disciplinary Information Registered investment advisors are required to disclose all material facts regarding any legal or disciplinary events that would be material to your evaluation of each supervised person providing investment advice. No information is applicable to this Item. Item 4 - Other Business Activities  In addition to being an Investment Advisor Representative of Focus Advisor Solutions, LLC., Mr. McFarland is a registered representative of Foreside Financial Services, LLC (“Foreside”), an unaffiliated broker dealer. Mr. McFarland is a registered representative of Foreside for purposes of Foreside acting as the mutual fund distributor for the SA Funds—Investment Trust advised by Focus Advisor Solutions, LLC. There are no commissions earned by Mr. McFarland in his role as a registered representative. Item 5 - Additional Compensation Mr. McFarland does not receive any compensation from third parties for providing investment advice. Item 6 - Supervision The firm has an organizational structure in place whereby the Board of Directors sets the strategic vision and priorities for the firm and the firm’s Executive Leadership Team manages and supervises the day-to-day business operations of the firm, including overseeing adherence to the firm’s policies and procedures and standards of business conduct. Within this overall framework, Kristi de Grys has the overall responsibility to oversee Mr. McFarland’s advisory activities. Overall supervision is conducted through the monitoring of e-mail and other correspondence, pre-review of marketing or sales material, frequent meetings, and other management-level discussions. Mr. McFarland is also supervised through the review of certain attestations, certifications, and questionnaires that are distributed and reviewed on a pre-defined schedule. If you have any questions or concerns regarding Mr. McFarland’s activities, please contact the firm’s Chief Compliance Officer, who will put you in contact with Ms. de Grys at (800) 366-7266. Mike Ozburn, CFP® Item 2 - Educational Background and Business Experience Mr. Ozburn was born in 1974 and received a Bachelor’s Degree in Economics from Florida State University in 1996. Mr. Ozburn earned his CERTIFIED FINANCIAL PLANNER® certification in 2008. Mr. Ozburn joined Focus Advisor Solutions in December 2018 and currently holds the title of Managing Director - Southeast. Item 3 - Disciplinary Information Registered investment advisors are required to disclose all material facts regarding any legal or disciplinary events that would be material to your evaluation of each supervised person providing investment advice. No information is applicable to this Item. Item 4 - Other Business Activities In addition to being an Investment Advisor Representative of Focus Advisor Solutions, LLC., Mr. Ozburn is a registered representative of Foreside Financial Services, LLC (“Foreside”), an unaffiliated broker dealer. Mr. Ozburn is a registered representative of Foreside for purposes of Foreside acting as the mutual fund distributor for the SA Funds—Investment Trust advised by Focus Advisor Solutions, LLC. There are no commissions earned by Mr. Ozburn in his role as a registered representative. Item 5 - Additional Compensation Mr. Ozburn does not receive any compensation from third parties for providing investment advice. Item 6 - Supervision  The firm has an organizational structure in place whereby the Board of Directors sets the strategic vision and priorities for the firm and the firm’s Executive Leadership Team manages and supervises the day-to-day business operations of the firm, including overseeing adherence to the firm’s policies and procedures and standards of business conduct. Within this overall framework, Jonathan Scheid has the overall responsibility to oversee Mr. Ozburn’s advisory activities. Overall supervision is conducted through the monitoring of e-mail and other correspondence, pre-review of marketing or sales material, frequent meetings, and other management-level discussions. Mr. Ozburn is also supervised through the review of certain attestations, certifications, and questionnaires that are distributed and reviewed on a pre-defined schedule. If you have any questions or concerns regarding Mr. Ozburn’s activities, please contact the firm’s Chief Compliance Officer, who will put you in contact with Mr. Scheid at (800) 366-7266. As a CFP® certificant, Mr. Ozburn has a responsibility to adhere to the standards established in the CFP® Board’s Standards of Professional Conduct. If you become aware of possible violations of these standards, you may file a complaint with CFP® Board at www.CFP.net/complaint. Mark J. Pitcher Item 2 - Educational Background and Business Experience Mr. Pitcher was born in 1982 and received a Bachelor’s Degree in Economics and Finance in 2004 from Washington University in St. Louis and a Master’s in Business Administration in 2012 from University of Missouri – St. Louis. Mr. Pitcher joined Focus Advisor Solutions in August 2014 and currently holds the title of Fixed Income Advisor. Item 3 - Disciplinary Information Registered investment advisors are required to disclose all material facts regarding any legal or disciplinary events that would be material to your evaluation of each supervised person providing investment advice. No information is applicable to this Item. Item 4 - Other Business Activities Mr. Pitcher does not have other business activities. Item 5 - Additional Compensation Mr. Pitcher does not receive any compensation from third parties for providing investment advice. Item 6 - Supervision Mr. Pitcher’s client accounts are subject to regular review and verification that funds are being managed in accordance with the clients’ written investment policy statement or guidelines. The firm’s Investment Policy Committee supervises the overall investment strategy advice being provided to Clients. The firm also has an organizational structure in place whereby professionals on the firm’s Executive Leadership Team manages and supervises the day-to-day business operations of the firm, including overseeing adherence to the firm’s policies and procedures and standards of business conduct. Within this framework, Kevin Grogan has the overall responsibility to oversee Mr. Pitcher’s advisory activities. If you have any questions or concerns regarding Mr. Pitcher’s activities, please contact the firm’s Chief Compliance Officer, who will put you in contact with Mr. Grogan at (800) 366-7266.  Andrey V. Rudomiotov Item 2 - Educational Background and Business Experience Mr. Rudomiotov was born in 1985 and received a Bachelor’s Degree in Accounting from Maryville University in 2008 and a Master’s in Finance from Webster University in 2010. Mr. Rudomiotov joined Focus Advisor Solutions in October 2017 and currently holds the title of Fixed Income Advisor. Item 3 - Disciplinary Information Registered investment advisors are required to disclose all material facts regarding any legal or disciplinary events that would be material to your evaluation of each supervised person providing investment advice. No information is applicable to this Item. Item 4 - Other Business Activities Mr. Rudomiotov does not have other business activities. Item 5 - Additional Compensation Mr. Rudomiotov does not receive any compensation from third parties for providing investment advice. Item 6 - Supervision Mr. Rudomiotov’s client accounts are subject to regular review and verification that funds are being managed in accordance with the clients’ written investment policy statement or guidelines. The firm’s Investment Policy Committee supervises the overall investment strategy advice being provided to Clients. The firm also has an organizational structure in place whereby professionals on the firm’s Executive Leadership Team manages and supervises the day-to-day business operations of the firm, including overseeing adherence to the firm’s policies and procedures and standards of business conduct. Within this framework, Kevin Grogan has the overall responsibility to oversee Mr. Rudomiotov’s advisory activities. If you have any questions or concerns regarding Mr. Rudomiotov’s activities, please contact the firm’s Chief Compliance Officer, who will put you in contact with Mr. Grogan at (800) 366-7266. Daniel J. Rush Item 2 - Educational Background and Business Experience Mr. Rush was born in 1975 and received a Bachelor’s Degree in Finance from Truman State University in 1997. Mr. Rush joined Focus Advisor Solutions in May 2007 and currently holds the title of Lead Fixed Income Advisor. Item 3 - Disciplinary Information Registered investment advisors are required to disclose all material facts regarding any legal or disciplinary events that would be material to your evaluation of each supervised person providing investment advice. No information is applicable to this Item. Item 4 - Other Business Activities Mr. Rush does not have other business activities.  Item 5 - Additional Compensation Mr. Rush does not receive any compensation from third parties for providing investment advice. Item 6 - Supervision Mr. Rush’s client accounts are subject to regular review and verification that funds are being managed in accordance with the clients’ written investment policy statement or guidelines. The firm’s Investment Policy Committee supervises the overall investment strategy advice being provided to Clients. The firm also has an organizational structure in place whereby professionals on the firm’s Executive Leadership Team manages and supervises the day-to-day business operations of the firm, including overseeing adherence to the firm’s policies and procedures and standards of business conduct. Within this framework, Kevin Grogan has the overall responsibility to oversee Mr. Rush’s advisory activities. If you have any questions or concerns regarding Mr. Rush’s activities, please contact the firm’s Chief Compliance Officer, who will put you in contact with Mr. Grogan at (800) 366-7266. Jonathan Scheid, CFA®, AIF® Item 2 - Educational Background and Business Experience Mr. Scheid was born in 1976 and received a Bachelor of Science in Commerce with an emphasis in Finance and a minor in Computer Engineering from Santa Clara University in 1998. Mr. Scheid earned the right to use the Chartered Financial Analyst® (CFA®) designation in 2002 and the Accredited Investment Fiduciary® (AIF®) designation in 2016. Mr. Scheid joined Focus Advisor Solutions in December 2018 and currently holds the title of President, Focus Advisor Solutions. Item 3 - Disciplinary Information Registered investment advisors are required to disclose all material facts regarding any legal or disciplinary events that would be material to your evaluation of each supervised person providing investment advice. No information is applicable to this Item. Item 4 - Other Business Activities In addition to being an Investment Advisor Representative of Focus Advisor Solutions, LLC., Mr. Scheid is a registered representative of Foreside Financial Services, LLC (“Foreside”), an unaffiliated broker dealer. Mr. Scheid is a registered representative of Foreside for purposes of Foreside acting as the mutual fund distributor for the SA Funds—Investment Trust advised by Focus Advisor Solutions, LLC. There are no commissions earned by Mr. Scheid in his role as a registered representative. Item 5 - Additional Compensation Mr. Scheid does not receive any compensation from third parties for providing investment advice. Item 6 - Supervision The firm has an organizational structure in place whereby the Board of Directors sets the strategic vision and priorities for the firm and the firm’s Executive Leadership Team manages and supervises the day-to-day business operations of the firm, including overseeing adherence to the firm’s policies and procedures and standards of business conduct. Within this overall framework, Adam Birenbaum has the overall responsibility to oversee Mr. Scheid’s advisory activities. Overall supervision is conducted through the monitoring of e-mail and other correspondence, pre-review of  marketing or sales material, frequent meetings, and other management-level discussions. Mr. Scheid is also supervised through the review of certain attestations, certifications, and questionnaires that are distributed and reviewed on a pre-defined schedule. If you have any questions or concerns regarding Mr. Scheid’s activities, please contact the firm’s Chief Compliance Officer, who will put you in contact with Mr. Birenbaum at (800) 366-7266. Ben Slater, CFS®, BFATM Item 2 - Educational Background and Business Experience Mr. Slater was born in 1978 and received a Bachelor of Science degree in Applied Human Sciences from Colorado State University in 2002. Mr. Slater received his Certified Fund Specialist® (CFS®) in 2012. Mr. Slater earned his Behavioral Financial AdvisorTM (BFATM) designation in 2019. Mr. Slater joined Focus Advisor Solutions in December 2018 and currently holds the title of Managing Director - West. Item 3 - Disciplinary Information Registered investment advisors are required to disclose all material facts regarding any legal or disciplinary events that would be material to your evaluation of each supervised person providing investment advice. No information is applicable to this Item. Item 4 - Other Business Activities In addition to being an Investment Advisor Representative of Focus Advisor Solutions, LLC., Mr. Slater is a registered representative of Foreside Financial Services, LLC (“Foreside”), an unaffiliated broker dealer. Mr. Slater is a registered representative of Foreside for purposes of Foreside acting as the mutual fund distributor for the SA Funds—Investment Trust advised by Focus Advisor Solutions, LLC. There are no commissions earned by Mr. Slater in his role as a registered representative. Item 5 - Additional Compensation Mr. Slater does not receive any compensation from third parties for providing investment advice. Item 6 - Supervision The firm has an organizational structure in place whereby the Board of Directors sets the strategic vision and priorities for the firm and the firm’s Executive Leadership Team manages and supervises the day-to-day business operations of the firm, including overseeing adherence to the firm’s policies and procedures and standards of business conduct. Within this overall framework, Jonathan Scheid has the overall responsibility to oversee Mr. Slater’s advisory activities. Overall supervision is conducted through the monitoring of e-mail and other correspondence, pre-review of marketing or sales material, frequent meetings, and other management-level discussions. Mr. Slater is also supervised through the review of certain attestations, certifications, and questionnaires that are distributed and reviewed on a pre-defined schedule. If you have any questions or concerns regarding Mr. Slater’s activities, please contact the firm’s Chief Compliance Officer, who will put you in contact with Mr. Scheid at (800) 366-7266.